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Private equityFirmbuyoutmiddle market

Housatonic Partners

Private Equity

San Francisco, CA

Housatonic partners with exceptional entrepreneurs to build lasting companies that re-define their categories. We support management teams and their companies with transformative capital, time-tested expertise, and a deep network of seasoned executives and thought leaders.

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Search this name across graphsid dfx:pe:d007a21b-5a4b-4944-b9cf-a1768b787018

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 19, 2026, 6:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 164
Dated events: 40
On other graphs: 3
Observed: Sep 13, 2026 to Sep 16, 2026
45 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Housatonic Partners

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

HOUSATONIC PARTNERS

Registered adviser · shared crd

Private Creditidentity

HOUSATONIC PARTNERS

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 20
PE funds: 20
Vintages: 2016 to 2023
PE GAV, 2024 filing: $1.4Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.4B
Investments: 110
Active investments: 26
Size band: MIDDLE MARKETderivedproxy: $1.37bn Private Equity Fund GAV on the Form ADV filed 2024-12-14
Latest ADV filing: Dec 14, 2024
Employees (ADV): 16
Website: housatonicpartners.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Housatonic Cf II, L.P.	2023	Unknown	Private Equity Fund	n/a	$21.1M
Housatonic IV Cf, L.P.	2022	Early deployment	Private Equity Fund	n/a	$74.0M
Housatonic Equity Affiliates VII, LP	2022	Early deployment	Private Equity Fund	n/a	$34.9M
Housatonic Equity Investors VII, LP	2022	Unknown	Private Equity Fund	n/a	$247M
Hosatonic Equity Investors VI, L.P.	2016	Successor fundraising	Private Equity Fund	n/a	$580M
Housatonic Equity Affiliates VI L.P.	2016	Successor fundraising	Private Equity Fund	n/a	$27.8M
Housatonic Micro Fund SBIC L.P.	n/a	Wound down	Private Equity Fund	n/a	$1.6M
Housatonic Micro Fund L.P.	n/a	Wound down	Private Equity Fund	n/a	$2.8M
Housatonic Pledge Fund LLC	n/a	Wound down	Private Equity Fund	n/a	$1.6M
Housatonic Equity Affiliates V L.P.	n/a	Harvest	Private Equity Fund	n/a	$8.2M
Housatonic Equity Investors II L.P.	n/a	Mature	Private Equity Fund	n/a	$1.3M
Housatonic Equity Investors L.P.	n/a	Wound down	Private Equity Fund	n/a	$0
Housatonic Equity Investors SBIC L.P.	n/a	Harvest	Private Equity Fund	n/a	$25,903
Housatonic Equity Investors V L.P.	n/a	Harvest	Private Equity Fund	n/a	$272M
Housatonic Equity Investors Iia L.P.	n/a	Mature	Private Equity Fund	n/a	$1.8M
Housatonic Equity Affiliates IV L.P.	n/a	Harvest	Private Equity Fund	n/a	$4.7M
Housatonic Debt Investors LLC	n/a	Wound down	Private Equity Fund	n/a	$6.6M
Housatonic Equity Partners L.P.	n/a	Wound down	Private Equity Fund	n/a	$5.1M
Housatonic Equity Partners a L.P.	n/a	Wound down	Private Equity Fund	n/a	$162,682
Housatonic Equity Investors IV L.P.	n/a	Harvest	Private Equity Fund	n/a	$95.6M

Investments

Company	State	Role	Control	Invested	Exited	Status
Wayleadr	n/a	unknown	unknown	Jan 1, 2025	n/a	exited
Ximplifi	Ks	Add on	control	Mar 22, 2024	n/a	active
Ximplifi	Ks	Add on	control	Mar 22, 2024	n/a	active
Cellbioscientific	n/a	unknown	unknown	Jan 1, 2024	n/a	exited
CEO: Rob Alston	n/a	unknown	unknown	Jan 1, 2024	n/a	exited
eCard Systems	n/a	unknown	unknown	Dec 15, 2023	n/a	active
Total Accounting and Bookkeeping Solutions	n/a	platform	control	Dec 15, 2023	n/a	active
Total Accounting and Bookkeeping Solutions	n/a	platform	control	Dec 15, 2023	n/a	active
Keepingcount	n/a	unknown	unknown	Jan 1, 2023	n/a	exited
Brainfuse	n/a	unknown	unknown	Dec 12, 2022	n/a	active
Key Media	n/a	unknown	unknown	Aug 16, 2022	n/a	active
Key Media	n/a	unknown	unknown	Aug 16, 2022	n/a	active
Mobile Vascular Physicians	NY	platform	control	Jan 5, 2022	n/a	active
CEO: Alex Sztuden and Francesco Lecciso	n/a	unknown	unknown	Jan 1, 2022	n/a	exited
Ecardsystems	n/a	unknown	unknown	Jan 1, 2022	n/a	exited
Evalhomehealth	n/a	unknown	unknown	Jan 1, 2022	n/a	exited
Keymedia	n/a	unknown	unknown	Jan 1, 2022	n/a	exited
Veridic Solutions	TX	platform	control	Sep 22, 2021	n/a	active
Accusourcehr	n/a	unknown	unknown	Jan 1, 2021	n/a	exited
Mvpmedgroup	n/a	unknown	unknown	Jan 1, 2021	n/a	exited
Veridicsolutions	n/a	unknown	unknown	Jan 1, 2021	n/a	exited
EOI Service Company	n/a	platform	control	Dec 22, 2020	n/a	active
EOI Service Company	n/a	platform	control	Dec 22, 2020	n/a	active
Aymira	Nc	platform	control	Nov 3, 2020	n/a	active
MaxiTransfers	TX	platform	control	Oct 12, 2020	n/a	active
Enrollment123	n/a	platform	control	Jul 29, 2020	n/a	active
CEO: Dennis Lally & Jenna Whigham	n/a	unknown	unknown	Jan 1, 2020	n/a	exited
Cicerotherapies	n/a	unknown	unknown	Jan 1, 2020	n/a	exited
E123insurtech	n/a	unknown	unknown	Jan 1, 2020	n/a	exited
CEO: Jim Davidson	n/a	unknown	unknown	Jan 1, 2020	n/a	exited

Relationships

showing 80 of 164

Invested in (49)

→ Biopharmaceutical Research FirmCompanyplatform
Jan 10, 2012 to presentfactNews and newswire
→ CitiXsysCompanyunknown
Sep 28, 2018 to presentfactNews and newswire, The subject's own site
→ XimplifiCompanyAdd on
Mar 22, 2024 to presentfactNews and newswire
→ Keeping CountCompanyplatform
factNews and newswire
→ HemasourceCompanyplatform
factNews and newswire
→ Medical Supplies of AmericaCompanyAdd on
Nov 7, 2013 to presentfactNews and newswire
→ Key MediaCompanyunknown
Aug 16, 2022 to presentfactNews and newswire
→ MaxiTransfersCompanyplatform
Oct 12, 2020 to presentfactNews and newswire
→ Total Accounting and Bookkeeping SolutionsCompanyplatform
Dec 15, 2023 to presentfactNews and newswire
→ EOI Service CompanyCompanyplatform
Dec 22, 2020 to presentfactNews and newswire
→ BrainfuseCompanyunknown
Dec 12, 2022 to presentfactNews and newswire
→ Mobile Vascular PhysiciansCompanyplatform
Jan 5, 2022 to presentfactNews and newswire
→ AymiraCompanyplatform
Nov 3, 2020 to presentfactNews and newswire
→ Enrollment123Companyplatform
Jul 29, 2020 to presentfactNews and newswire
→ eCard SystemsCompanyunknown
Dec 15, 2023 to presentfactNews and newswire
→ D2C MediaCompanyplatform
Oct 23, 2019 to presentfactNews and newswire
→ Veridic SolutionsCompanyplatform
Sep 22, 2021 to presentfactNews and newswire
→ Healthcare Financial ResourcesCompanyplatform
factNews and newswire
→ PARA HealthCare Financial ServicesCompanyAdd on
Jul 9, 2019 to presentfactNews and newswire
→ Tower AssetsCompanyAdd on
Jan 5, 2010 to presentfactNews and newswire
→ SBA CommunicationsCompanyplatform
factNews and newswire
→ E123insurtechCompanyunknown
Jan 1, 2020 to presentfactThe subject's own site
→ EmbarkbhCompanyunknown
Jan 1, 2016 to presentfactThe subject's own site
→ EfficienthireCompanyunknown
Jan 1, 2017 to presentfactThe subject's own site
→ EcardsystemsCompanyunknown
Jan 1, 2022 to presentfactThe subject's own site
→ D2cmediaCompanyunknown
Jan 1, 2019 to presentfactThe subject's own site
→ DiamondrentalCompanyunknown
Jan 1, 2000 to presentfactThe subject's own site
→ CEO: Bruce Biette Year Invested: 2002 HeadquartersCompanyunknown
Jan 1, 2002 to presentfactThe subject's own site
→ MedoptionsincCompanyunknown
Jan 1, 2006 to presentfactThe subject's own site
→ CEO: Jim Southern & Scott AggeCompanyunknown
Jan 1, 2003 to presentfactThe subject's own site
and 19 more

Employs (20)

→ Mark HilderbrandPersonManaging Director
factNews and newswire
→ Mark HilderbrandPersonManaging Director
factNews and newswire
→ Amy L. LaFortezaPersonController
factThe subject's own site
→ Robbie LimPersonPrincipal
factThe subject's own site
→ Alex WalshPersonVice President
factThe subject's own site
→ Mark G. (mi Only) HilderbrandPersonManaging Director
factThe subject's own site
→ William N (mi Only) ThorndikePersonSenior Advisor
factThe subject's own site
→ Sean RussellPersonAssociate
factThe subject's own site
→ William F. GagliassoPersonAssistant Controller
factThe subject's own site
→ Barry D. (mi Only) ReynoldsPersonSenior Advisor
factThe subject's own site
→ Jill a. (mi Only) RaimondiPersonChief Financial Officer
factThe subject's own site
→ Kirsi M. FontenotPersonTax Director
factThe subject's own site
→ Keyan PatelPersonAssociate
factThe subject's own site
→ Joe NiehausPersonManaging Director
factThe subject's own site
→ Alex DoddPersonManaging Director
factThe subject's own site
→ Spencer MossPersonPrincipal
factThe subject's own site
→ Sean McSweeneyPersonOperating Partner
factThe subject's own site
→ Grace McInerneyPersonAnalyst
factThe subject's own site
→ Nick MatzkePersonDirector of Business Development
factThe subject's own site
→ Charlotte D. MacDonaldPersonFund Administrator and Executive Assistant
factThe subject's own site

Dated events

22 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 1, 2025
Firm news
CellBio Scientific Acquires BioChain to Strengthen Leadership in Cellular Models and Preclinical Research
The subject's own siteobserved 3 days ago
Occurred
Apr 10, 2025
Firm news
CellBio Scientific Appoints Charles Miller as Founding CEO to Lead Post-Acquisition Growth and Innovation
The subject's own siteobserved 3 days ago
Occurred
Jan 7, 2025
Firm news
ONRAD Inc. Acquires Direct Radiology
The subject's own siteobserved 3 days ago
Occurred
Jul 1, 2024
Person joined
Alexander Charles Dodd joined Schedule A of Housatonic Partners as Managing Director
Form ADVobserved 5 days ago
Occurred
Mar 22, 2024
Transaction announced
Keeping Count completes acquisition of Ximplifi
News and newswireobserved 2 days ago
Occurred
Mar 22, 2024
Transaction announced
Keeping Count completes acquisition of Ximplifi
News and newswireobserved 2 days ago
Occurred
Dec 15, 2023
Growth investment
Housatonic Partners Announces Strategic Growth Investment in eCard Systems
eCard Systems News and newswireobserved 3 days ago
Occurred
Dec 15, 2023
Platform investment
TAABS joins Housatonic-backed platform Keeping Count
Total Accounting and Bookkeeping Solutions News and newswireobserved 3 days ago
Occurred
Dec 15, 2023
Platform investment
TAABS joins Housatonic-backed platform Keeping Count
Total Accounting and Bookkeeping Solutions News and newswireobserved 3 days ago
Occurred
Dec 15, 2023
Transaction announced
Housatonic Partners Announces Strategic Growth Investment in eCard Systems
News and newswireobserved 3 days ago
Occurred
Dec 15, 2023
Transaction announced
TAABS joins Housatonic-backed platform Keeping Count
News and newswireobserved 3 days ago
Occurred
Dec 15, 2023
Transaction announced
TAABS joins Housatonic-backed platform Keeping Count
News and newswireobserved 3 days ago
Occurred
Dec 12, 2022
Growth investment
Housatonic Partners Announces Strategic Growth Investment in Brainfuse
Brainfuse News and newswireobserved 3 days ago
Occurred
Dec 12, 2022
Transaction announced
Housatonic Partners Announces Strategic Growth Investment in Brainfuse
News and newswireobserved 3 days ago
Occurred
Aug 16, 2022
Growth investment
Housatonic Partners Announces Strategic Growth Investment in Key Media
Key Media News and newswireobserved 2 days ago
Occurred
Aug 16, 2022
Growth investment
Housatonic Partners Announces Strategic Growth Investment in Key Media
Key Media News and newswireobserved 2 days ago
Occurred
Aug 16, 2022
Transaction announced
Housatonic Partners Announces Strategic Growth Investment in Key Media
News and newswireobserved 2 days ago
Occurred
Aug 16, 2022
Transaction announced
Housatonic Partners Announces Strategic Growth Investment in Key Media
News and newswireobserved 2 days ago

Show 22 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
Guardian Data Destruction Announces a Strategic Growth Investment from Housatonic Partners and the appointment of Rob Alston as the New Chief Executive Officer
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners aligns with industry veteran Dan Eckert to pursue acquisitions in healthcare products and services with a focus on diagnostics
First seen by DFX
Sep 15, 2026
date not stated
Keeping Count completes acquisition of Ximplifi
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Announces Strategic Growth Investment in eCard Systems
First seen by DFX
Sep 15, 2026
date not stated
TAABS joins Housatonic-backed platform Keeping Count
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Announces Strategic Growth Investment in Brainfuse
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Announces Acquisition and Merger of Auracal Senior Home Care and Schwartz Family Home Care Under EVAL Home Health Solutions, LLC
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Announces Strategic Growth Investment in Key Media
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Announces New Team Member and Two Promotions
First seen by DFX
Sep 15, 2026
date not stated
PeopleWorks Holdings Acquires Accusource and PeopleG2
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Invests in Mobile Vascular Physicians
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Invests in Veridic Solutions
First seen by DFX
Sep 15, 2026
date not stated
EOI Service Company Receives Investment from Housatonic Partners
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Invests in Aymira, LLC
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners invests in MaxiTransfers, LLC
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Invests In Enrollment123, Inc.
First seen by DFX
Sep 15, 2026
date not stated
Housatonic Partners Invests in D2C Media
First seen by DFX
Sep 15, 2026
date not stated
HFRI Acquisition Extends Revenue Cycle Capabilities
Occurred
Mar 28, 2023
Housatonic Cf II, L.P. first reported on Form ADV by Housatonic Partners (Private Equity Fund), GAV $21,186,703
Occurred
Mar 24, 2022
Housatonic Equity Affiliates VII, LP first reported on Form ADV by Housatonic Partners (Private Equity Fund), GAV $29,131,573
Occurred
Mar 24, 2022
Housatonic IV Cf, L.P. first reported on Form ADV by Housatonic Partners (Private Equity Fund), GAV $34,070,094
Occurred
Mar 24, 2022
Housatonic Equity Investors VII, LP first reported on Form ADV by Housatonic Partners (Private Equity Fund), GAV $239,172,240

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Amy L. LaForteza
Controller · Revealable: 1 professional profile (firm website)
Robbie Lim
Principal · Revealable: 1 professional profile (firm website)
Alex Walsh
Vice President · Revealable: 1 professional profile (firm website)
Mark G. (mi Only) Hilderbrand
Managing Director · Revealable: 1 professional profile (firm website)
William N (mi Only) Thorndike
Senior Advisor · Revealable: 1 professional profile (firm website)
Sean Russell
Associate · Revealable: 1 professional profile (firm website)
William F. Gagliasso
Assistant Controller · Revealable: 1 professional profile (firm website)
Barry D. (mi Only) Reynolds
Senior Advisor · Revealable: 1 professional profile (firm website)
Jill a. (mi Only) Raimondi
Chief Financial Officer · Revealable: 1 professional profile (firm website)
Kirsi M. Fontenot
Tax Director · Revealable: 1 professional profile (firm website)
Keyan Patel
Associate · Revealable: 1 professional profile (firm website)
Joe Niehaus
Managing Director · Revealable: 1 professional profile (firm website)
Alex Dodd
Managing Director · Revealable: 1 professional profile (firm website)
Spencer Moss
Principal · Revealable: 1 professional profile (firm website)
Sean McSweeney
Operating Partner · Revealable: 1 professional profile (firm website)
Grace McInerney
Analyst · Revealable: 1 professional profile (firm website)
Nick Matzke
Director of Business Development · Revealable: 1 professional profile (firm website)
Charlotte D. MacDonald
Fund Administrator and Executive Assistant · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Mark Hilderbrand (a Managing Director), Mark Hilderbrand (a Managing Director).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:d007a21b-5a4b-4944-b9cf-a1768b787018
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.